Sony, which is supplying the panel used for the Apple Vision Pro spatial computer, has a capacity of 900,000 units of these panels per year, TheElec reports Monday.
Sony manufactures the OLED on silicon, or OLEDoS, which uses silicon as a substrate to make a high-resolution micro OLED display panel, being used by Cupertino for its new MR device unveiled last week at WWDC 2023.
Sources said Sony’s capacity means Apple will only be able to ship hundreds of thousands of Vision Pro at most next year.
At most, the Japanese company can supply between 100,000 to 200,000 units of OLEDoS per quarter.
The point to watch will be which new supplier may enter Apple’s supply chain for the device when the second generation version of it launches.
Cupertino had asked Sony to expand its OLEDoS production capacity but the Japanese company refused, sources said.
So for Apple to expand the shipment of Vision Pro, it will need new suppliers of OLEDoS.
MacDailyNews Take: If true, when Apple Vision Pro pre-orders become available, get yours in early or be prepared to wait for quite awhile. This has all the making of the original Apple Watch launch, which was a debacle in terms of demand-supply imbalance.
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I will be very surprised if this turns out to be a problem at $3,500 a pop.
prepare to be surprised
I hope you’re right. Can’t wait to see!
Dear friend, you might be new to this Apple thing. The market aim by Apple with this device is not the same as the Suckerburg toy. It is not call Pro for the fame.
Apple’s market has always been the high end of it.
Lets see the pre-order and wait time in early 2024.
See ya!
It will sell out day 1
Yup or even in 1 Hour …..
But after the scalpers realize their stock isn’t selling, they’ll return them
Will sell out in FIVE MINUTES…………..
Scenic fools will see walled gardens strapped to your brain, but that’s why we called them scenic fools.
Presumably Sony is already cranking them out as fast as possible, so Apple should have several hundred thousand ready to go at launch and I would not be surprised if Apple is “somehow” able to convince Sony to increase production.
Apple must be confident from the positive reaction that they will sell about as many as they can manage to produce.
And the Venn diagram of those who laugh it off as a joke or a gimmick and those who have tried it is two non-overlapping circles.